About this Event
Three days in Irvine with the people who send each other business.
Credit professionals, tax pros, mortgage brokers, real estate, and finance operators — in one room, on purpose. Most deals in this industry move through a referral. This is where those relationships get made.
What you're actually getting
Speakers who aren't here to sell you a course. Operators walking through what they built, what it earns, and how it works — the parts most people keep to themselves.
Unwind & Dine — Dinner in small groups, seated with people in adjacent businesses. Not a banquet. The table is where the introductions happen.
Network & Chill — Unstructured time with the room, so conversations that start in a session can actually finish.
After Dark — The part nobody writes down. Late, loose, and where most of the real business gets discussed.
Who this is for
Credit professionals — your clients get approved and then need somewhere to go. Meet the brokers and agents who'll take the handoff.
Mortgage brokers — stop losing files at "your credit isn't there yet." The people who fix those files are in this room.
Tax professionals — you see your clients' full financial picture before anyone else. That makes you the first call, and this is where you build the bench to refer out to.
Real estate — buyers who can't qualify aren't dead, they're early. Know who to hand them to.
Finance, funding, property management, auto — same principle. Everyone here has clients who need what someone else in the room provides.
September 22–24 · Irvine, CA · 300 seats ALMOST SOLD OUT
Event venue & nearby stays
ConsumerDirect, 2983 Michelson Drive, Irvine, United States
Concerts, fests, parties, meetups — all the happenings, one place.